Partner with Blueprint Income: The Fiduciary-Friendly Annuity Solution

At Blueprint Income, we understand the unique needs of fee-only financial advisors. Our platform empowers you to offer your clients top-tier annuity products and comprehensive annuity education, without the pressure of sales commissions or conflicts of interest.

Partner with Blueprint Income: The Fiduciary-Friendly Annuity Solution

Fixed Annuities

Fixed annuities offer a safe, guaranteed and tax-deferred way to grow retirement savings.

Guaranteed return
Like a CD, get a guaranteed return for a set number of years

Fixed Index Annuities

FIAs are a type of annuity contract whose interest is linked, in part, to the performance of a market index, such as the S&P 500®, but the investor's principal is protected from losses in the index.

Growth potential with protection from loss during volatile markets

Income Annuities

Income annuities convert retirement savings into guaranteed lifetime income starting immediately or in the future.

Guaranteed income
Monthly income that never runs out
Available as immediate annuities, longevity annuities, and QLACs

Powered by a marketplace of insurers competing for your client's business

How we support your practice

No Advisor Commissions

As a fee-only advisor, you can confidently recommend our products without commission-based pressures, ensuring alignment with your fiduciary responsibilities.

Dedicated Expert Support

Our operations team streamlines application logistics and supports you with quotes and client education, letting you focus on advising—no hidden agendas.

User-Friendly Platform

Navigate our intuitive interface to find, compare, and share annuity options with your clients in just a few clicks.

Why advisors choose Blueprint Income

Hands-Off Advisor Experience: Our operations team handles all logistics, from managing paperwork to communicating with insurance companies and stakeholders, streamlining the process and allowing you to focus on advising.

Tailored Annuity Solutions: As a fiduciary, you prioritize your clients' best interests, and so do we. Our platform seamlessly matches clients with the right annuities, even if your firm doesn’t offer them directly. Advisors trust Blueprint Income for transparent, unbiased options without the sales pitch.

Real-Time Market Insights: One of Blueprint Income's most valued features is the ability to access real-time quotes and market data instantly. This transparency, combined with ease of use, enables you to effectively educate your clients and illustrate financial trade-offs with confidence.

Simple, Client-Friendly Process: Our team is available to provide guidance and ensure your clients fully understand their options. Clients can then complete and submit their Blueprint Income applications.

See what our verified customers have to say

Great products and support

Jason Long and Melanie Jeffries have been great in helping my wife and I navigate the fixed annuity world. The Blueprint website is well-designed and intuitive for navigating. The product offering, rates and transparency have no parallel in the fixed annuity space. Thank you Jason and Melanie for helping my wife and I secure our financial future.

James and Lynn

14 days ago

Pleasurable experience

Jason was great to do business with. Great service and understanding of the process. I am a repeated customer with no regrets thank you for your great team.

rjpabs

21 days ago

High Marks for Blueprint Investment…

I have been working with Blueprint for 3 years and recommend then without reservation. This was a new type of investment for me and the staff were informative, helpful, and professional. In addition to having profitable investments, they have an easy to use and access e-statements. I would like to recognize Leslie Lynch who has gone above and beyond in her customer focus-no matter my question/need, she provides a prompt response----great company with great people Mary

Customer

2 months ago

Blueprint Team Service

Quick responses from Blueprint staff. Easy to fill out application with smart feedback and status of application. Only issue I had was who was payee of check deposit - Insurer or Blueprint ? I made query and it was resolved within minutes. Great, expeditious experience.

Sandy

2 months ago

Clarity in application procedures and time requirements

The services provided by my case manager, Caitlin Howes, are fantastic. Her working attitude and responsiveness are the best in my past experience with other agents. She is indeed a people person to me. She makes me feel that Blueprint Income is a great company.

Ente Lin

3 months ago

2nd Application with Blueprint

Glad it auto-filled my new application. Confused a bit since my 1st experience was for a joint annuity. The newest application was for an IRA - didn't know whether to answer questions as an individual or jointly (on income & wealth matters) for me & my wife. Tried chat but no one responded to inquiry quickly enough. Did my best - hopefully will get callback if issues exist. Application showing steps completed and/or open made filling out easier. Did call and spoke to rep while entering data.

Sandy

5 months ago

everthing went smooth thank you very…

everthing went smooth thank you very much.

johnny cooper

6 months ago

Easy process.

johnny cooper

6 months ago

Outstanding Service/Products

This is the best Customer Service you can find! So many companies only deal with you via text or email but you can talk to someone all the time at Blueprint Income! The products that are offered are great and the team members are outstanding.

Carole

7 months ago

Join the Advisors Who Trust Blueprint Income

Enhance your financial planning services with a partner that shares your commitment to transparency and client-first advising. Contact us today to learn how Blueprint Income can support your advisory practice and help your clients achieve a secure retirement.